+6.8%
NOW vs TD
+124.9%
-118.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.4% | -1.6% | -2.4% |
| 7D | -2.4% | +0.3% | -2.7% | -2.5% |
| 30D | +20.5% | +0.4% | +20.1% | +20.1% |
| 3M | +18.3% | +7.6% | +10.7% | +13.6% |
| 6M | +24.1% | +25.0% | -0.9% | +9.6% |
| YTD | -7.8% | +31.0% | -38.8% | -20.7% |
| 1Y | -21.4% | +65.2% | -86.6% | -40.9% |
| 3Y | +19.5% | +122.5% | -103.0% | -26.1% |
| All | +6.8% | +124.9% | -118.1% | -29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside TD.
Daily Out/Under-Performance
Portfolio return minus TD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded TD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling